Added to YB: 2025-05-09
Pitch date: 2025-05-08
RNEW.L [neutral]
Ecofin U.S. Renewables Infrastructure Trust PLC
-20.78%
current return
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Company Info
Ecofin U.S. Renewables Infrastructure Trust PLC, an investment trust, engages in investing in renewable energy and sustainable infrastructure assets primarily in the United States.
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Special Situations Round-Up 19/25 - Ecofin US Renewables Infrastructure Ord
RNEW.L (quick overview): Trading at 0.56x P/NAV after Dec-24 NAV cut to 44.7c/share due to valuation methodology change. Implied $0.59/MW vs recent Texas/NM solar portfolio sale at ~$0.95/MW. Management to be internalized early next year with outsourced operational support.
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